Paradis said in a post on X that hedge funds have been buying U.S. technology stocks over the past two weeks at the fastest pace seen since mid-2025. According to the post, the new long exposure was concentrated mainly in U.S. semiconductor and semiconductor equipment companies, a move Paradis said helps explain the gains seen in names such as INTC, BE, and NBIS in early September.
Paradis also compared the timing of two market calls. It said Leopold’s positioning was more in line with broader market flows and momentum, while Dario’s article was published just as hedge funds were starting to rebuild semiconductor exposure, making the timing less favorable. Paradis added that the market is mispricing growth in AI infrastructure and capital spending, while supply remains tight and computing capacity is still constrained.
Paradis said in a post on X that hedge funds bought U.S. technology stocks over the past two weeks at the fastest pace since mid-2025.
The new long positions were focused mainly on U.S. semiconductor and semiconductor equipment companies. Paradis said that helps explain the rise in stocks such as INTC, BE, and NBIS in early September.
Paradis also said Leopold’s timing was broadly aligned with overall market flows and momentum. By contrast, Dario’s article came out just as hedge funds were beginning to rebuild semiconductor exposure, making its timing less favorable.
In Paradis’s view, the market has mispriced growth in AI infrastructure and capital expenditure. It added that the market remains in an environment of tight supply and constrained computing capacity.
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